Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Care Agent (PenFed)

Radius Global Solutions LLC

Financial Care Agent

The Financial Care Agent is responsible for effectively negotiating the resolution of early stage past due accounts on behalf of clients while maintaining a high level of customer satisfaction, by providing a professional, positive, and empathetic experience to each consumer engagement, as well as adhering to all applicable company, client, and regulatory requirements.

Essential Functions

  • Meet or exceed productivity goals established by the Client and Company
  • Efficiently manage customer accounts and file records according to Company and Client work standards:
    • Efficiently handle and maintain customers' accounts
    • Accurately and thoroughly update and document account notes
    • Use probing questions to assess the consumer's situation and assist with resolving issues according to client's work standards
    • Negotiate for payment arrangements on delinquent accounts
    • Quickly make knowledge-based decisions to resolve the related issues
  • Stay abreast of daily and weekly Operations news and information; acknowledge receipt and understanding of policy and procedure updates
  • Complete all assignments as required or requested by Operations management
  • Maintain knowledge, understanding, and compliance with all federal, state, and local laws and regulations within functional area and with Client policies and procedures
  • Communicate professionally and appropriately with clients, consumers, co-workers, and management
  • Meet required criteria for work schedules and adhere to attendance policies as outlined in the Employee Handbook and site policies and procedures
  • Keep up-to-date knowledge, understanding, and compliance with governmental laws and regulations within functional area and with Company policies and procedures
  • Maintain regular attendance and timeliness which are required due to the production-based nature of the business and client requirements
  • Adhere to all Company and customer confidentiality and security policies and procedures

Non-Essential Functions

  • Perform other duties and special projects as assigned

Supervisory Responsibilities/Accountabilities

This position does not require Supervisory Responsibilities/Accountabilities

Requirements

  • High School Diploma or General Educational Development (GED) certificate
  • Two or more years of applicable customer service or related experience
  • Proficient computer skills, including utilization of computerized collections software programs. Experience with spreadsheets and automated systems
  • Excellent customer service skills, including strong problem solving and negotiating skills, interpersonal, written, and oral communication skills. Ability to listen, communicate (written and verbal). Close attention to detail
  • Ability to work independently, self-starter, energetic, demonstrate good common sense, ethical and sound judgment
  • Must adhere to all Company, Client and Consumer confidentiality and security policies and procedures

Physical Requirements

While performing the duties of this job, the employee is regularly required to talk, type, see, and hear while using a computer for periods of time. The employee frequently is required to multi-task (e.g., talk and type simultaneously). The typing aspect of the job requires the employee to reach with hands and arms; and use hands and fingers to handle/feel the keys. The job requires extensive use of keyboards and computers.

Working Conditions

Work is generally performed within an indoor office environment utilizing standard office equipment. Desk setting inbound call center/cubicle

Position Type/Expected Hours of Work

Some flexibility in hours allowed but must be available during the department's scheduled hours and guidelines, which include at least one or two evening and/or weekend shifts. Full-time employees must maintain continuous full-time employment status. Because of the production-based nature of the job, employees must be able to adhere to their schedule and attendance policies.

Radius Global Solutions LLC
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Financial Care Agent (PenFed) in Lenexa, KS vacancy
  • $55k - $200k

     ...$55,000 – $200,000 per year. Caliber’s culture blends genuine care, teamwork, and meaningful connections between teammates into a...  ...Qualifications & Experience Education: Bachelor’s degree (Required) Financial planning experience: 2 years (Required) Seniority Level Entry... 
    Suggested
    Full time
    Work at office
    Work from home

    Caliber Wealth Management

    Overland Park, KS
    2 days ago
  • $20.55 - $25.05 per hour

     ...career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn’t stop there. Our culture is about our people, the... 
    Suggested
    Hourly pay
    Monday to Friday

    3M HEALTHCARE

    Overland Park, KS
    2 days ago
  • $20 - $21 per hour

     ...product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being...  ...coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program;... 
    Suggested
    Local area
    Flexible hours
    Afternoon shift

    UMB

    Overland Park, KS
    2 days ago
  •  ...looking to hire licensed life insurance agents. We’re hiring for full or part time....  ...Description Our mission is to provide the best financial products with the kind of in-home,...  ...operating credo is: "Your clients don't care how much you know until they know how much... 
    Suggested
    Full time
    Part time

    West Pack Insurance

    Kansas City, MO
    19 days ago
  •  ...those that are in our facilities who are interfacing and providing care to our patients and community members. We believe that our...  ...for the communities we serve. How you'll contribute The Financial Counselor provides guidance to patients in all aspects of their... 
    Suggested
    Temporary work
    Work at office
    Flexible hours

    LifePoint Health

    Olathe, KS
    3 days ago
  • $102.96k - $125.84k

     ...accounts managed by UMB Bank Requirements MINIMUM: ~7 years financial advisor or investment sales experience ~ College Degree or...  ...coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program;... 
    Work at office
    Local area
    Flexible hours

    UMB Bank

    Leawood, KS
    4 days ago
  • $50k

     ...career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the... 
    Full time
    Shift work

    Commerce Bank

    Kansas City, MO
    3 days ago
  •  ...those that are in our facilities who are interfacing and providing care to our patients and community members. We believe that our...  ...future for the communities we serve. How you'll contribute The Financial Counselor provides guidance to patients in all aspects of their... 
    Temporary work
    Work at office
    Flexible hours

    Memorial Physician Practices

    Olathe, KS
    3 days ago
  •  ...challenge ourselves to be a different kind of government because we care deeply about our community and each other. Committed to our...  ...enterprise IT architecture with federal health, privacy, and financial regulations. Conduct comprehensive risk assessments of the current... 
    Work at office
    Remote work

    Jocogov

    Olathe, KS
    3 days ago
  •  ...and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of... 
    Full time
    Work at office
    Local area

    Enterprise Bank and Trust

    Merriam, KS
    27 days ago
  • $26.7 - $31.5 per hour

     ...career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the... 
    Hourly pay
    Full time
    Shift work

    Mercantil Commercebank

    Kansas City, MO
    3 days ago
  •  ...requires relocation to the area. We recruit nationally and provide financial relocation assistance. Epic is located just outside Madison,...  ...teams design software that supports the delivery of quality care for all patients, so diversity, equity, and inclusion are written... 
    Work experience placement
    Work at office
    Relocation
    Visa sponsorship
    Relocation package

    Epic

    Overland Park, KS
    3 days ago
  • $63.5k - $85k

     ...at Commerce is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the... 
    Full time
    Shift work

    Commerce Bank

    Kansas City, MO
    4 days ago
  •  ...Private Client Banker You have a passion for taking care of our customers and employees and making them feel welcomed and valued...  ...lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are... 
    Immediate start
    Afternoon shift

    Chase

    Mission, KS
    2 days ago
  •  ...you're considering joining us! Experience the Total Rewards Great People Deserve As a recognized Top Workplace, we know taking care of our employees and their families directly impacts their success and the success of our company. As part of the Total Rewards package... 
    Work at office
    1 day per week

    First Business Bank

    Leawood, KS
    1 day ago
  •  ...Security Benefit is seeking an experienced Analyst II to join our Financial Planning and Analysis team. This role involves supporting the analysis and communication of the company’s capital position, collaborating with various departments to quantify business decisions... 

    Security Benefit

    Overland Park, KS
    3 days ago
  •  ...and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of... 
    Full time
    Work at office
    Local area

    Enterprise Bank and Trust

    Shawnee, KS
    a month ago
  •  ...About Us: At Synergy Wealth Solutions, we help individuals, families, and business owners move toward financial freedom through holistic planning, exceptional service, and strong long‑term relationships. We also believe in developing future advisors early by giving them... 
    Full time
    Internship

    Synergy Wealth Solutions

    Overland Park, KS
    17 days ago
  •  ...professionals who deliver holistic planning and exceptional service. The Role We are seeking a motivated, people-oriented Inexperienced Financial Advisor who is ready to build a career with strong long‑term upside. This role is ideal for someone who is persuasive, competitive... 

    Capstone Financial

    Overland Park, KS
    1 day ago
  •  ...Job Description: Are you a driven financial professional who loves building relationships, delivering strategic investment guidance, and helping clients achieve their financial dreams? This is your opportunity to join a respected financial institution where your expertise... 
    Base plus commission

    Capitol Federal Savings Bank

    Overland Park, KS
    4 days ago
  •  ...What we do is not just a job – it is a passion. Renaissance Financial is a comprehensive financial strategies firm with locations in St. Louis, Overland Park, Omaha, Phoenix, and Salt Lake City. Our Mission: Using creative business and personal planning, we help our clients... 
    Flexible hours

    Renaissance Financial

    Overland Park, KS
    1 day ago
  •  ...About the job Financial Consultant (Remote) Empower Your Family’s Future with a Flexible, Remote Financial Consulting Role About Us: We’re a leading financial services company dedicated to helping families build and protect their wealth. Licensed across the U.S... 
    Extra income
    Immediate start
    Remote work
    Work from home
    Flexible hours

    Melius Consulting

    Overland Park, KS
    3 days ago
  •  ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this...  ...America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through... 
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Dormont Manufacturing Company

    Prairie Village, KS
    1 day ago
  •  ...Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958...  ...information provided by you will be reviewed carefully, but the receipt of an Advisor...  ...opportunity to enter into a Financial Advisor/Agent Agreement with First Command. Investment... 
    Hourly pay
    Temporary work
    For contractors
    Traineeship
    Work at office
    Local area
    Home office

    First Command Financial Services

    Overland Park, KS
    1 day ago
  •  ...requires relocation to the area. We recruit nationally and provide financial relocation assistance. We're looking for a financial analyst...  ...teams design software that supports the delivery of quality care for all patients, so diversity, equity, and inclusion are written... 
    Relocation
    Visa sponsorship
    Relocation package

    Epic

    Kansas City, KS
    4 days ago
  •  ...Description WealthBridge Financial Group is seeking a results-oriented  Financial Consultant  to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with... 

    WealthBridge Financial Group

    Overland Park, KS
    2 days ago
  • $150k - $250k

     ...provide contextual advice at the intersection of Tax Planning, Financial Planning, and investment Management. You will be a key part of...  ...day of employment ~ Flexible Spending Account and Dependent Care Account ~401k with Profit Sharing ~9+ holidays and discretionary... 
    Full time
    Work at office
    Local area
    Remote work
    Flexible hours

    Aprio

    Overland Park, KS
    5 days ago
  •  ...with a culture that values ambition, collaboration, and long-term relationships. The Role: We are seeking an Experienced Financial Advisor with a track record of building relationships, generating business, and serving clients well. This opportunity is ideal for... 

    Synergy Wealth Solutions

    Overland Park, KS
    1 day ago
  • $90.23k

     ...resources to do so. Where it’s a priority that the company takes good care of you and your family. Our employees are the heart of our...  ...the world. Job Description CDM Smith is seeking a Senior Financial Analyst to join our Corporate FP&A Team! This role supports... 
    H1b

    CDM Smith

    Kansas City, KS
    4 days ago
  •  ...Organization : Name KANSAS CITY KS Default: Location : City OVERLAND PARK Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation... 
    Work at office
    Local area

    Western & Southern Life

    Overland Park, KS
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Care Agent (PenFed). Be the first to apply!